The Lebenthal Report Episode #178: Growth vs. Value - Why the Market is Rotating

After six weeks of market action, the S&P 500 is… exactly flat. Meanwhile, the Nasdaq is down, the Dow is up, value stocks are outperforming growth, and international markets are quietly leading the pack.

So what’s really going on?

On this episode of The Lebenthal Report, Michael Hartzman and Dominick Tavella break down:

  • The growing divergence between growth and value

  • Why AI-related stocks are getting hit — and whether it’s premature

  • What history teaches us about “obvious” investment themes

  • Why international and emerging markets are outperforming

  • Whether gold, the dollar, and crypto are signaling peak liquidity

  • And what true diversification actually looks like

They’re joined by Dan Suzuki, CFA, Investment Strategist at Schroders, who offers a global perspective on AI, market concentration, currency trends, and why today’s “inevitable” trade may not last forever.

From the Magnificent 7 pullback to international value strength, this episode tackles the big question:

Are we witnessing a healthy reset — or the beginning of something bigger?

As always, AI is a tool — not a portfolio manager. Investment decisions require discipline, diversification, and perspective.

🎧 Listen now and stay informed.

——-

The Lebenthal Report is a weekly business show that keeps investors informed about the current market conditions, opportunities and risks in the financial markets as seen by two experienced Wall Street veterans. Along with prominent guests, Dominick Tavella and Michael Hartzman will guide you through the complex world of investing. They break down today’s headlines and stories into common sense, providing you the kind of sound fiduciary advice their clients have received for years. The Lebenthal Report provides a clear guide to creating and maintaining a low stress plan for financial success and security. The Lebenthal Report will assist you to create the right financial plan that is right for you and keep you on that path with clear and common sense. Tune in every Tuesday at 5pm Eastern Time/2pm Pacific Time on the VoiceAmerica Business Channel.

Listen here

The Lebenthal Report Episode #177: Market Update - February 10, 2026

The Magnificent 7 are struggling. The NASDAQ is negative. Gold just hit $5,000. Meanwhile, international markets are quietly surging — and small cap stocks are ripping higher.

What’s really going on?

On this episode, Michael Hartzman and Dominick Tavella break down:

  • Why Big Tech earnings weren’t “good enough” for Wall Street

  • Whether the AI spending boom is a bubble… or the next internet

  • Why the rest of the market is outperforming the Magnificent 7

  • International markets up 30–40% over the past year

  • The real reason central banks are hoarding gold

  • Why silver’s wild swings require caution

  • What the Federal Reserve is actually worried about

  • The growing “no hire, no fire” job market trend

  • A new New York State law requiring small businesses (10+ employees) to implement a 401(k) plan

Plus, we discuss how we’re positioning client portfolios amid shifting leadership: small caps, mid caps, dividend stocks, and international exposure.

Markets are rotating. Headlines are noisy. Discipline matters more than ever.

🎧 Tune in for perspective beyond the headlines.

------

Lebenthal Global Advisors, LLC is a registered investment advisor. Lebenthal Financial Services, Inc is a FINRA registered Broker Dealer. The content of this podcast is intended for informational purposes only and is not intended to be investment advice. The views expressed in this podcast are subject to change based on market and other conditions. Information about the qualifications and business practices of Lebenthal Global Advisors, LLC is available on the SEC’s website at www.adviserinfo.sec.gov. Information about the qualifications and business practices of Lebenthal Financial Services, Inc and its representatives can be found on FINRA’s BrokerCheck website, https://brokercheck.finra.org/

Listen here

The Lebenthal Report Episode #176: Staying Confident in a Headline-Driven Market with Howard Yaruss

Markets were in decent shape early in 2026 — until headline risk came roaring back.

On this episode of The Lebenthal Report, Michael Hartzman and Dominick Tavella break down the sudden selloff tied to escalating geopolitical uncertainty, including the latest Greenland/NATO tensions and renewed tariff concerns. The big question for investors: is this a real economic deterioration — or market panic driven by unpredictable headlines?

Then we’re joined by returning guest Howard Yaruss, economist, NYU professor, and author of Understandable Economics, to discuss what’s really happening beneath the surface: the rising cost of U.S. debt, why foreign demand for treasuries may be weakening, why gold is surging, and what “black swan” risks investors should actually worry about.

------

Lebenthal Global Advisors, LLC is a registered investment advisor. Lebenthal Financial Services, Inc is a FINRA registered Broker Dealer. The content of this podcast is intended for informational purposes only and is not intended to be investment advice. The views expressed in this podcast are subject to change based on market and other conditions. Information about the qualifications and business practices of Lebenthal Global Advisors, LLC is available on the SEC’s website at www.adviserinfo.sec.gov. Information about the qualifications and business practices of Lebenthal Financial Services, Inc and its representatives can be found on FINRA’s BrokerCheck website, https://brokercheck.finra.org/

Listen here

The Lebenthal Report Episode # 175: Motivation and Money - The Paradox of Passion in Investing

Markets opened the year on a strong note, but headline risk and global uncertainty are rising. On this episode of The Lebenthal Report, we discuss how investors can stay focused on fundamentals while navigating unpredictable news cycles.

We’re joined by Dr. Bobby Hoffman, author of The Paradox of Passion: How Rewards Covertly Control Motivation, to explore the psychology behind motivation, passion, and decision-making—and how those same forces influence investor behavior.

Topics include:

• Why markets can accept bad news—but not the unknown

• Headline risk vs. economic fundamentals

• The truth about “fear and greed” in investing

• Why passion isn’t always sustainable

• Self-control, long-term planning, and better financial decisions

------

Lebenthal Global Advisors, LLC is a registered investment advisor. Lebenthal Financial Services, Inc is a FINRA registered Broker Dealer. The content of this podcast is intended for informational purposes only and is not intended to be investment advice. The views expressed in this podcast are subject to change based on market and other conditions. Information about the qualifications and business practices of Lebenthal Global Advisors, LLC is available on the SEC’s website at www.adviserinfo.sec.gov. Information about the qualifications and business practices of Lebenthal Financial Services, Inc and its representatives can be found on FINRA’s BrokerCheck website, https://brokercheck.finra.org/

Listen here

The Lebenthal Report Episode #174: 2025 Market Wrap + 2026 Outlook

Markets closed 2025 with strong gains, surprising many who expected recession risk and tariff-driven disruption. On this episode of The Lebenthal Report, Michael Hartzman and Dominick Tavella break down what drove the year’s resilience, why AI and data centers could dominate the 2026 narrative, what to expect from interest rates and the Fed transition, and how a potential wave of tax refunds could provide meaningful stimulus early next year.

------

Lebenthal Global Advisors, LLC is a registered investment advisor. Lebenthal Financial Services, Inc is a FINRA registered Broker Dealer. The content of this podcast is intended for informational purposes only and is not intended to be investment advice. The views expressed in this podcast are subject to change based on market and other conditions. Information about the qualifications and business practices of Lebenthal Global Advisors, LLC is available on the SEC’s website at www.adviserinfo.sec.gov. Information about the qualifications and business practices of Lebenthal Financial Services, Inc and its representatives can be found on FINRA’s BrokerCheck website, https://brokercheck.finra.org/

Listen here

The Lebenthal Report Episode #173: In Defense of Millennials

This week on The Lebenthal Report, author and Bloomberg News reporter Charlie Wells joins us to discuss his book What Happened to Millennials: In Defense of a Generation. Drawing from hundreds of hours of interviews with five millennials from wildly different backgrounds — alongside hard data and economic context — Wells explains what really happened to this cohorts' finances, careers, and lives. We dig into why millennials were labeled “lazy” and “entitled” when the macro backdrop was anything but, how repeated shocks shaped their risk tolerance, spending, and investing habits, and why they’re about to move from being the market’s punching bag to its decision-makers.

And yes, we talk about the big stuff: what millennial leadership could mean for markets, housing, retirement policy, and voting blocs — plus whether the generation that survived three “once-in-a-lifetime” crises is actually the most battle-tested set of future CEOs and policymakers we’ve got.

If you’ve ever wondered whether millennials are unlucky, misunderstood, or quietly reshaping the economy while everyone’s distracted by culture wars… this one’s for you.

------

Lebenthal Global Advisors, LLC is a registered investment advisor. Lebenthal Financial Services, Inc is a FINRA registered Broker Dealer. The content of this podcast is intended for informational purposes only and is not intended to be investment advice. The views expressed in this podcast are subject to change based on market and other conditions. Information about the qualifications and business practices of Lebenthal Global Advisors, LLC is available on the SEC’s website at www.adviserinfo.sec.gov. Information about the qualifications and business practices of Lebenthal Financial Services, Inc and its representatives can be found on FINRA’s BrokerCheck website, https://brokercheck.finra.org/

Listen here

The Lebenthal Report Episode #172: Small Business Mood Check for 2026

Markets are coming out of Thanksgiving with a little more chop, even after a strong year — especially in last year’s standout winners like tech, AI-linked names, and Bitcoin plays. Michael Hartzman and Dominick Tavella explain what’s driving the pullback, why healthcare has quietly led November, and how healthy valuation resets can set the stage for the next leg higher.

Then we’re joined by returning guest Jeff Oak, Vistage Chair, for a real-time read on small and mid-size business sentiment heading into 2026. Jeff breaks down why CEO confidence has rebounded from the spring tariff shock but remains stuck in neutral — and what “profitless prosperity” looks like on Main Street, where protecting margins matters more than ever. The group also digs into rising AI adoption among smaller companies, holiday-season expectations, employee engagement, and the challenge — and opportunity — of leading a workforce spanning five generations.

------

Lebenthal Global Advisors, LLC is a registered investment advisor. Lebenthal Financial Services, Inc is a FINRA registered Broker Dealer. The content of this podcast is intended for informational purposes only and is not intended to be investment advice. The views expressed in this podcast are subject to change based on market and other conditions. Information about the qualifications and business practices of Lebenthal Global Advisors, LLC is available on the SEC’s website at www.adviserinfo.sec.gov. Information about the qualifications and business practices of Lebenthal Financial Services, Inc and its representatives can be found on FINRA’s BrokerCheck website, https://brokercheck.finra.org/

Listen here

The Lebenthal Report Episode #171: The Real AI Economy & What Comes Next

On this week’s episode of The Lebenthal Report, Michael Hartzman and guest co-host Tracy Byrnes sit down with John Eade, President and Chairman of the Investment Policy Committee at Argus Research, for a deep-dive into today’s market landscape.

They tackle everything from the so-called “AI bubble” claims to the surge in utilities, data center infrastructure spending, and what investors may be overlooking as Big Tech shifts from hype to real-world implementation. The conversation also explores stablecoins, cryptocurrency regulation, interest rate expectations heading into 2026, consumer bifurcation, and the rising importance of affordability in economic policy.

Whether you're questioning the sustainability of AI-driven growth, assessing market rotation opportunities, or preparing portfolios for potential Fed shifts, this episode offers critically timed insights for investors, advisors, and market watchers.

------

Lebenthal Global Advisors, LLC is a registered investment advisor. Lebenthal Financial Services, Inc is a FINRA registered Broker Dealer. The content of this podcast is intended for informational purposes only and is not intended to be investment advice. The views expressed in this podcast are subject to change based on market and other conditions. Information about the qualifications and business practices of Lebenthal Global Advisors, LLC is available on the SEC’s website at www.adviserinfo.sec.gov. Information about the qualifications and business practices of Lebenthal Financial Services, Inc and its representatives can be found on FINRA’s BrokerCheck website, https://brokercheck.finra.org/

Listen Here